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Customer Service Financial Services

Location:
Phoenix, AZ
Posted:
November 20, 2023

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Resume:

POLLY AIELLO LAMOREAUX

ad1brj@r.postjobfree.com

Phoenix, Arizona

Phone: 602-***-****

Demonstrated work history in Account Management, Sales Processes’, Consulting, Marketing, Financial Services

Experience Tournament Consultant, Dixon Golf

Field, Minneapolis, MN & Phoenix, AZ, Seasonal, October 2021- Present

Represent our innovative eco-friendly golf ball company by booking and assisting charity golf tournaments with on-course activities and fundraising.

Responsible for consulting charity golf tournaments on elevating sponsorship options and increasing player participation.

In addition, selling on-course games, custom products, and hole-in-one insurance to tournaments over the phone from home and on the course. Professional Recruiter, Aerotek

Remote, Bloomington, MN Contract March 2021- June 2021

Source candidate requisitions to be filled using Boolean search, LinkedIn Recruiter, Indeed, ZipRecruiter, Facebook, and various other sites.

Sourced for roles within office roles, light industrial roles, professional roles, and skilled trades.

Create job postings that are articulate, professional, and attention-grabbing to attract the right candidates, posting these ads on various online and offline resources.

Meet with applicants to discuss the position and to screen them for suitability, including conducting background tests and drug screenings.

Build and maintain relationships with industry contacts to gain knowledge and generate referrals and sales leads

Serve as the liaison between the company and the candidates by handling phone calls, questions, and other details before and after interviews.

Make job offers to applicants who pass screening and interview processes and are approved by management by providing them with an offer letter and discussing the benefits, requirements, and details of the position.

Maintain paperwork on applicants throughout the process and set up and maintain human resource records for new hires.

Conduct new hire training and benefits orientation programs with new hires.

Maintain a relationship with clients and employees to ensure compliance and employee performance.

Mortgage Loan Processor, US Bank

Hopkins, MN - Contract September 2020- March 2021

Prepares and processes Conventional, HFA, VA mortgage loan records, files, and correspondence from application through approval.

Assures compliance with bank, regulatory, and investor guidelines and customer service standards.

Communicates with customers, internal staff, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems, and obtain all necessary documentation required for the file.

Account Manager, TCF Capital Solutions, a division of TCF National Bank Minnetonka, MN - Contract November 2019- March 2020

Manage a large portfolio of high-net-worth clients in Equipment Financing while working closely with Account Sales Executives.

Experience in hardware and software such as durable medical equipment (DME), diagnostic equipment, treatment equipment, life support equipment, computers, printers, servers, and storage.

Providing professional customer service while working directly with key business executives and stakeholders preparing sales reports and managing a portfolio of accounts.

Creating initial contracts for leasing as well as executing agreements for any additional schedules.

Collaborate with internal departments to facilitate customer needs.

Meets regularly via conference calling or in-person with account executives and clients to understand current accounts.

Working directly with vendors to execute the shipment and invoicing of equipment and perform extensive data entry of invoices.

Ensuring all lease billing and payments are completed, and all property and casualty insurance is obtained for each account on a month-end basis.

Working closely in a team to ensure all team members’ accounts are supported on a daily basis.

The ability to work in a fast-paced deadline-driven environment. Senior Sales Consultant, Republic Services

Chandler, AZ - Full-Time September 2017- April 2019

Maintaining high levels of sales production and productivity within a territory.

Handling new and existing business and residential consumer clients’ portfolios using Salesforce.

Handling an active sales pipeline for each stage in the sales process as the Account Manager.

Collect payments for services and manage and collect payments on any past due accounts.

Determine and negotiate rates with new and existing customers, present proposals, and write final contracts.

Liaise with production and operations to ensure that all jobs are handled appropriately resulting in great service.

Communicating via inbound and outbound calls and email correspondence, while using the highest level of professionalism and customer service.

Handling inbound customer service calls with a first call resolution.

Using senior customer service experience to handle escalation cases and calls from other customer service levels in an inbound call center environment.

Acted as a team lead to coach peers with techniques in closing sales, and high levels of customer service.

Customer Resource Associate, promoted to Specialist II, Republic Services Chandler, AZ - Full-Time June 2017- September 2017

Completed in-depth training in the knowledge of the waste industry, including company processes and policies.

Accurately schedules services in Salesforce to execute day-to-day operations.

Responds to routine service issues that involve various levels of communication and de-escalations.

Adhere to productivity by being time efficient and organized while following a planned schedule.

Providing open listening skills and responding with appropriate questions and responses to handle and solve problems and inquiries.

Provide clear written communication to facilitate customer requests and business needs.

Provides professional and respectful customer service while handling inbound and outbound calls.

Teller, Desert Schools Federal Credit Union

Maricopa, AZ - Full-Time March 2015- April 2017

General duties such as auditing, filing, account and loan research, record keeping, merchant and vault room balancing, check, and bond processing.

Input critical currency data accurately and efficiently.

Exceeded customer satisfaction with outstanding customer service

Play an essential role in identifying quality solutions by referring to products and services.

Referred members to partners in Financial Services, Brokers, and Business Merchants.

Met and exceeded daily, monthly, and quarterly metrics and goals.

Stepped outside of my job role with training, coaching, and motivating a team to provide outstanding service to members.

Took lead accountability during research and troubleshoot various customer requests.

Balanced and maintained a cash drawer while maintaining prescribed operational standards and controls.

Always adhere to strict policies and standards of risk management, safety, and procedure. Including those for cash handling and safety and security. Office Assistant and Sales Ambassador, R&R Massage and Chiropractic Phoenix, AZ - Full-Time July 2014- December 2014

Keyholder responsible for the opening and closing procedures, and the management of scheduling clients.

Checked in patients and prepared chiropractic patients to be seen by a doctor.

Input all new or modified patient medical charts into medical software daily.

Maintain incoming/outgoing patients’ medical charts.

Met sales goals for client massage and chiropractic services based on client needs.

Excelled at multitasking, personal organization, and self-starting skills.

Acted as the main source of communication from the client to the office using various forms of communication including phones, email, and social media, and assisted accordingly and professionally.

Teller, Wells Fargo Bank

Scottsdale AZ - Full-Time January 2013- July 2014

General clerical duties such as filing, faxing, copying, safe deposit box responsibility, merchant/vault room balancing, ATM processing, check, bond and coupon processing, night drop deposit, and record keeping.

Exceed customer satisfaction with friendly service as the first point of contact with all clients.

Met and exceeded daily monthly and quarterly goals.

Play an essential role in a team by identifying the right solutions for the customer by referring to products and services.

Recommended and cross-sold bank services and products for Wells Fargo partners.

Processed banking transactions accurately and efficiently while maintaining a cash drawer.

Always adhere to strict policies and standards of risk management, safety, and procedure. Including those for cash handling and safety and security Education iMAJ Institute, Scottsdale, AZ, 2013

Bachelor of Applied Sciences, L.E., C.L.T., L.S.O. Licensed Esthetician, Certified Laser Technician, Laser Safety Officer

Licensed Aesthetician (600 hours, didactic and hands-on)

Certified Laser Technician (150 hours, didactic and hands-on)

Laser Safety Officer Certificate

The International Dermal Institute, Dermalogica Education, Scottsdale, AZ

International Skin Care Techniques- A Hands-On Course PCA SKIN Academy Education, Scottsdale, AZ

PCA SKIN Academy Skin Biology Certification

PCA SKIN Academy Chemical Peel Certification

Level II: Chemical Peels: Science & Application

Peel Fundamentals: A Hands-On Course

Accelerated Learning Center, Phoenix, AZ, High School Diploma, 2009 Desert Mountain High School, Scottsdale, AZ

Extracurricular classes included Fashion & Textiles I, II, Photography I, Visual Arts I, II, III, Visual Arts-Sculpture, Toastmasters Club. Other

Technical

Skills

Experienced with various recruiting tools. Inside Sales, B2B, and B2C sales experience. Leasing systems such as Odessa-LeaseWave, and Asset Entry. Oracle, CRM systems such as Salesforce Classic, Salesforce Lightning, GSuite, Windows Suite, MacOS, QuickBooks, MindBody Software, Electronic Medical Records, Medical Charting, and E-Commerce as well as Social Media marketing.



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